The hottest EVs Substack posts right now

And their main takeaways
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Top Technology Topics

Top 5 US-China Tech Stories

ChinaTalk • 637 implied HN points • 04 Jan 24
🕹 Technology E-commerce EVs Semiconductors AI
  1. TikTok has defied early predictions of regulatory restrictions in the US due to vested interests and political dynamics.
  2. The splintering of cross-border VC firms like Sequoia and GGV Capital is a tangible impact of US-China relations.
  3. Chinese EVs are dominating globally, posing a challenge to traditional automakers and highlighting the US infrastructure gap.

We have enough minerals for the energy transition, but medium-term supply is a challenge [Part 1]

Sustainability by numbers • 163 implied HN points • 01 Dec 23
🌞 Climate & Environment Minerals Energy transition EVs Renewable Energy
  1. There are enough minerals for the energy transition, focusing on low-carbon electricity systems
  2. Supply and demand of minerals can change over time, making long-term projections uncertain
  3. Markets can incentivize exploration and material substitution to prevent mineral shortages

⬅️ U.S Reverses 40+ Years of Pedestrian Safety

The Micromobility Newsletter • 511 implied HN points • 27 Jun 23
🕹 Technology Micromobility EVs E-Bikes
  1. Pedestrian traffic deaths in the U.S. reached over 8,000 in 2022 due to more deadly trucks and SUVs, as well as increased speeding after the pandemic.
  2. New York is considering hiking registration fees for larger vehicles to mitigate pedestrian fatalities caused by SUVs and trucks.
  3. Connecticut is launching its first electric bike incentive offering $500 vouchers for residents 18 or older and additional vouchers for disadvantaged communities.
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Chinese EV's and the Lagging Edge Price War

Mule’s Musings • 256 implied HN points • 13 Aug 23
💼 Business EVs Semiconductors Competition Market Dynamics
  1. Chinese EV market strategy involves price cuts implying a potential price war.
  2. Chinese semiconductor firms are focusing on older technology to capitalize on the worldwide EV export surge.
  3. Western semiconductor giants are facing challenges from Chinese companies investing in the lagging edge, potentially leading to a decline in profits.

Tesla Beats Back Anti-Trust Repair Lawsuit, But Deere's Is Headed To Court

Fight to Repair • 39 implied HN points • 01 Dec 23
💼 Business Antitrust EVs Right-to-repair Legislation Manufacturers
  1. Tesla won an antitrust case on repair restrictions, but Deere's lawsuit is moving forward. Tesla uses practices inflating repair costs.
  2. California is pushing for standardized EV diagnostic laws to make repairs more accessible and affordable.
  3. John Deere faces an antitrust lawsuit alleging constraints on repair services. The plaintiffs have succeeded in pursuing their claims against the company.

What to make of BYD's huge discounts

TP’s Substack • 5 implied HN points • 02 Mar 24
💼 Business Automotive Market Trends Competition EVs Industry Analysis
  1. BYD has drastically lowered prices on its 2024 models, resetting the market expectations for NEVs in China's EV market.
  2. BYD's vertical integration and control over the battery supply chain allow it to keep costs lower than competitors and maintain a strong market position.
  3. Lower costs of batteries and chips have enabled BYD to implement these price cuts and make NEVs more affordable compared to ICE vehicles in China.

Apple's Project Titan is Out, Generative AI is In

Machine Economy Press • 3 implied HN points • 29 Feb 24
🕹 Technology AI EVs Tech industry Artificial Intelligence
  1. Apple is investing heavily in Generative AI in 2024, signaling a strategic shift in their focus.
  2. Apple has halted their Project Titan for an autonomous electric car, redirecting their attention and resources to Generative AI.
  3. The competitive landscape in Generative AI is heating up with major players like Microsoft, Google, Meta, Amazon, and OpenAI evolving quickly.

BatteryGate: EV Edition? Tesla’s Battery Shenanigans Spark Lawsuit...and Bigger Questions

Fight to Repair • 39 implied HN points • 27 Jun 23
🕹 Technology EVs Software updates Repairability Environmental Impact Infrastructure
  1. Tesla faces a class action lawsuit over using software updates to alter vehicle performance and battery life.
  2. Repairability of electric vehicles is critical for wider adoption; battery pack lifespan and replacement costs influence total ownership costs.
  3. The shift to EVs won't automatically lead to a carbon-free world; the right to repair EVs is essential for reducing greenhouse gas emissions and environmental impact.

The Week In Repair: May 22-28

Fight to Repair • 19 implied HN points • 31 May 22
🕹 Technology Repair Circular Economy Right-to-repair EVs Open Source
  1. There is pushback on Apple's self service repair program due to the massive repair kit shipped to customers, with critics calling it excessive and expensive.
  2. Deere tractor owners are resorting to hacking due to restrictions on repairs and modifications set by the company, sparking the need for open source projects like Open Source Ecology & Farm Hack.
  3. Nike's new sneaker design embraces the circular economy by creating a disassemblable product to improve recycling rates, offering a more sustainable approach to footwear.

Fight to Repair Daily: August 24, 2022

Fight to Repair • 0 implied HN points • 24 Aug 22
🕹 Technology Repair Electronics EVs Legislation Sustainability
  1. Apple's Self Service Repair program reveals prices for MacBook parts, ranging from generous to expensive, like a logic board costing $4,222.
  2. Tesla customers face challenges with service including long wait times and parts availability, despite the simplified maintenance of electric vehicles.
  3. Community initiatives like 'The Repair Revolution' in New Zealand aim to reduce waste by fixing broken items, highlighting the benefits of repair over replacement.